Legacy Wealth Managment, Llc/Id Goldman Sachs Access Treasury Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 22,862 shares of GBIL stock, worth $2.29 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
22,862
Previous 34,474 33.68%
Holding current value
$2.29 Million
Previous $3.45 Million 33.71%
% of portfolio
1.9%
Previous 2.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$99.83 - $100.19 $1.16 Million - $1.16 Million
-11,612 Reduced 33.68%
22,862 $2.29 Million
Q1 2025

May 16, 2025
SELL
$99.85 - $100.19 $1.38 Million - $1.39 Million
-13,831 Reduced 28.63%
34,474 $3.45 Million
Q4 2024

Feb 13, 2025
SELL
$99.85 - $100.22 $6.05 Million - $6.07 Million
-60,567 Reduced 55.63%
48,305 $4.83 Million
Q3 2024

Nov 15, 2024
BUY
$99.7 - $100.3 $10.9 Million - $10.9 Million
108,872 New
108,872 $10.9 Million

Others Institutions Holding GBIL

# of Institutions
370
Shares Held
50.2M
Call Options Held
0
Put Options Held
0
View Full List

About GOLDMAN SACHS ACCESS TREASURY

GBIL Quotes by TradingView
  • Ticker GBIL
  • Sector ETFs
  • Industry ETFs
More about GBIL
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email